LPL Financial
MINO icon

LPL Financial’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

LPL Financial’s Portfolio MINO Stock Details MINO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$48.3M Buy
1,068,323
+135,370
+15% +$6.17M 0.01% 936
2025
Q4 		$42.3M Buy
932,953
+351,361
+60% +$16M 0.01% 953
2025
Q3 		$26.4M Buy
581,592
+199,616
+52% +$8.84M 0.01% 1186
2025
Q2 		$16.9M Buy
381,976
+19,110
+5% +$842K 0.01% 1369
2025
Q1 		$16.2M Buy
362,866
+61,715
+20% +$2.79M 0.01% 1283
2024
Q4 		$13.6M Buy
301,151
+16,379
+6% +$746K 0.01% 1325
2024
Q3 		$13.1M Buy
284,772
+44,134
+18% +$2.02M 0.01% 1280
2024
Q2 		$10.9M Buy
240,638
+1,297
+0.5% +$58.7K 0.01% 1323
2024
Q1 		$10.9M Buy
239,341
+165,326
+223% +$7.52M 0.01% 1276
2023
Q4 		$3.36M Buy
74,015
+12,854
+21% +$561K ﹤0.01% 1981
2023
Q3 		$2.63M Buy
61,161
+1,782
+3% +$78.5K ﹤0.01% 2083
2023
Q2 		$2.65M Sell
59,379
-1,098
-2% -$48.8K ﹤0.01% 2016
2023
Q1 		$2.69M Buy
60,477
+3,915
+7% +$174K ﹤0.01% 1920
2022
Q4 		$2.46M Buy
+56,562
New +$2.44M ﹤0.01% 1927

Other funds holding MINO

CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.63B AUM 24.72% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $712M AUM 21.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return